INSTALL.txt

Build Options
=============

Instead of using this source repository, consider getting source for
the current Racket release from

  http://download.racket-lang.org/

or get a source snapshot (updated daily) from

  http://pre.racket-lang.org/installers/

The "Source + built packages" options from those sites will build and
install especially quickly, because platform-independent bytecode and
documentation are pre-built.

In contrast to this repository, release and snapshot source
distributions will work in the

  configure --prefix=... && make && make install

way that you probably expect.


If you stick with this repository, then you have several options:

 * In-place build --- the default, creates a build in the "racket"
   subdirectory and installs packages that you specify, or
   "main-distribution" plus "main-distribution-test" by default.  Any
   package implementations that reside in the "pkgs" subdirectory are
   linked in place. This is the most natural mode for developing
   Racket itself or staying on the bleeding edge. See "Quick
   Instructions: In-place Build" below.

 * Unix-style install --- installs to a given destination directory
   (on platforms other Windows), leaving no reference to the source
   directory. This is the most natural mode for installing once from
   the source repository. See "Quick Instructions: Unix-style Install"
   below.

 * Minimal --- as described in the "src" subdirectory of "racket"
   (i.e., ignore this directory and "pkgs"). You can build a minimal
   Racket using the usual `configure && make && make install` steps
   (or similar for Windows), and then you can install packages from
   the catalog server with `raco pkg`.

 * Installers --- create installers for a variety of platforms by
   farming out work to machines that run those platforms. This is the
   way that Racket snapshots and releases are created, and you can
   create your own. See "Building Installers" below.

 * In-place Racket-on-Chez build --- when you use `make cs`. Unless
   you use various options described in "More Instructions: Building
   Racket-on-Chez" below, this process downloads Chez Scheme from
   Github, builds a traditional `racket` with minimal packages, builds
   Chez Scheme, and then builds Racket-on-Chez using Racket and Chez
   Scheme. Final executables that end in "cs" or "CS" are the
   Racket-on-Chez variants.


Quick Instructions: In-place Build
==================================

On Unix (including Linux) and Mac OS, `make` (or `make in-place`)
creates a build in the "racket" directory.

On Windows with Microsoft Visual Studio (any version between 2008/9.0
and 2015/14.0), `nmake win32-in-place` creates a build in the "racket"
directory. For information on configuring your command-line
environment for Visual Studio, see "racket/src/worksp/README".

On Windows with MinGW, `make PLAIN_RACKET=racket/racket`, since MinGW
uses Unix-style tools but generates a Windows-layout Racket build.

In all cases, an in-place build includes (via links) a few packages
that are in the "pkgs" directory. To get new versions of those
packages, as well as the Racket core, then use `git pull`. Afterward,
or to get new versions of any other package, use `make in-place`
again, which includes a `raco pkg update` step.

See "More Instructions: Building Racket" below for more information.


Quick Instructions: Unix-style Install
======================================

On Unix (including Linux), `make unix-style PREFIX=<dir>` builds and
installs into "<dir>" (which must be an absolute path) with binaries
in "<dir>/bin", packages in "<dir>/share/racket/pkgs", documentation
in "<dir>/share/racket/doc", etc.

On Mac OS, `make unix-style PREFIX=<dir>` builds and installs into
"<dir>" (which must be an absolute path) with binaries in "<dir>/bin",
packages in "<dir>/share/pkgs", documentation in "<dir>/doc", etc.

On Windows, Unix-style install is not supported.

A Unix-style install leaves no reference to this source directory.

To split the build and install steps of a Unix-style installation,
supply `DESTDIR=<dest-dir>` with `make unix-style PREFIX=<dir>`, which
assembles the installation in "<dest-dir>" (which must be an absolute
path). Then, copy the content of "<dest-dir>" to the target root
"<dir>".

See "More Instructions: Building Racket" below for more information.


More Instructions: Building Racket
==================================

The "racket" directory contains minimal Racket, which is just enough
to run `raco pkg` to install everything else. The first step of `make
in-place` or `make unix-style` is to build minimal Racket, and you can
read "racket/src/README" for more information.

If you would like to provide arguments to `configure` for the minimal
Racket build, then you can supply them with by adding
`CONFIGURE_ARGS_qq="..."` to `make in-place` or `make
unix-style`. (The `_qq` suffix on the variable name is a convention
that indicates that single- and double-quote marks are allowed in the
value.)

The "pkgs" directory contains packages that are tied to the Racket
core implementation and are therefore kept in the same Git
repository. A `make in-place` links to the package in-place, while
`make unix-style` copies packages out of "pkgs" to install them.

To install a subset of the packages in "pkgs", supply `PKGS` value to
`make`. For example,

  make PKGS="gui-lib readline-lib"

links only the "gui-lib" and "readline-lib" packages and their
dependencies. The default value of `PKGS` is "main-distribution
main-distribution-test". If you run `make` a second time, all
previously installed packages remain installed and are updated, while
new packages are added. To uninstall previously selected package, use
`raco pkg remove`.

To build anything other than the latest sources in the repository
(e.g., when building from the "v6.2.1" tag), you need a catalog
that's compatible with those sources. Note that a release distribution
is configured to use a catalog specific to that release, so you can
extract the catalog's URL from there.

Using `make` (or `make in-place`) sets the installation's name to
"development", unless the installation has been previously configured
(i.e., unless the "racket/etc/config.rktd" file exists). The
installation name affects, for example, the directory where
user-specific documentation is installed. Using `make` also sets the
default package scope to `installation`, which means that
packages are installed by default into the installation's space instead
of user-specific space. The name and/or default-scope configuration
can be changed through `raco pkg config`.

Note that `make -j <n>` controls parallelism for the makefile part of
a build, but not for the `raco setup` part. To control both the
makefile and the `raco setup` part, use

 make CPUS=<n>

which recurs with `make -j <n> JOB_OPTIONS="-j <n>"`. Setting `CPUS`
also works with `make unix-style`.

Use `make as-is` (or `nmake win32-as-is`) to perform the same build
actions as `make in-place`, but without consulting any package
catalogs or package sources to install or update packages. In other
words, use `make as-is` to rebuild after local changes that could
include changes to the Racket core. (If you change only packages, then
`raco setup` should suffice.)

If you need even more control over the build, carry on to "Even More
Instructions: Building Racket Pieces" further below.


More Instructions: Building Racket-on-Chez
==========================================

The `make cs` target (or `make cs-as-is` for a rebuild) builds an
experimental variant of Racket that runs on Chez Scheme. The
executables for the Racket-on-Chez variant all have a "cs" or "CS"
suffix, so they coexist with a traditional Racket build. (One day, if
the experiment goes well, there will be an option or default to build
Racket-on-Chez as `racket` instead of `racketcs`.)

Building Racket-on-Chez requires an existing Racket and Chez Scheme.
If you use `make cs` with no further arguments, then the build process
will bootstrap by building a traditional variant of Racket and by
downloading and building Chez Scheme.

If you have a sufficiently recent Racket installation already with at
least the "compiler-lib" and "parser-tools-libs" packages installed,
you can supply `RACKET=...` with `make cs` to skip that part of the
bootstrap. And if you have a Chez Scheme source directory already, you
can supply that with `SCHEME_SRC=...` instead of downloading a new
copy.

  make cs RACKET=racket SCHEME_SRC=path/to/ChezScheme


Even More Instructions: Building Racket Pieces
==============================================

Instead of just using `make in-place` or `make unix-style`, you can
take more control over the build by understand how the pieces fit
together.

Building Minimal Racket
-----------------------

Instead of using the top-level makefile, you can go into "racket/src"
and follow the "README" there, which gives you more configuration
options.

If you don't want any special configuration and you just want the base
build, you can use `make base` (or `nmake win32-base`) with the
top-level makefile.

Minimal Racket does not require additional native libraries to run,
but under Windows, encoding-conversion, extflonum, and SSL
functionality is hobbled until native libraries from the
`racket-win32-i386` or `racket-win32-x86_64` package are installed.

On all platforms, fom the top-level makefile, `JOB_OPTIONS` as a
makefile variable and `PLT_SETUP_OPTIONS` as an environment variable
are passed on to the `raco setup` that is used to build minimal-Racket
libraries. See the documentation for `raco setup` for information on
the options.

For cross compilation, add configuration options to
`CONFIGURE_ARGS_qq="..."` as described in the "README" of
"racket/src", but also add a `PLAIN_RACKET=...` argument for the
top-level makefile to specify the same executable as in an
`--enable-racket=...` for `configure`. In general, the `PLAIN_RACKET`
setting should have the form `PLAIN_RACKET="... -C"` to ensure that
cross-compilation mode is used and that any foreign libraries needed
for build time can be found, but many cross-compilation scenarios work
without `-C`.

Installing Packages
-------------------

After you've built and installed minimal Racket, you could install
packages via the package-catalog server, completely ignoring the
content of "pkgs".

If you want to install packages manually out of the "pkgs" directory,
the `local-catalog` target creates a catalog as "racket/local/catalog"
that merges the currently configured catalog's content with pointers
to the packages in "pkgs". A Unix-style build works that way: it
builds and installs minimal Racket, and then it installs packages out
of a catalog that is created by `make local-catalog`.

To add a package catalog that is used after the content of "pkgs" but
before the default package catalogs, specify the catalog's URL as the
`SRC_CATALOG` makefile variable:

  make .... SRC_CATALOG=<url>

Linking Packages for In-place Development Mode
----------------------------------------------

With an in-place build, you can edit packages within "pkgs" directly
or update those packages with `git pull` plus `raco setup`, since the
packages are installed with the equivalent of `raco pkg install -i
--static-link ...`.

Instead of actually using `raco pkg install --static-link ...`, the
`pkgs-catalog` makefile target creates a catalog that points to the
packages in "pkgs", and the catalog indicates that the packages are to
be installed as links. The `pkgs-catalog` target further configures
the new catalog as the first one to check when installing
packages. The configuration adjustment is made only if no
configuration file "racket/etc/config.rktd" exists already.

All other packages (as specified by `PKGS`) are installed via the
configured package catalog. They are installed in installation scope, but
the content of "racket/share/pkgs" is not meant to be edited. To
reinstall a package in a mode suitable for editing and manipulation
with Git tools, use

  raco pkg update --clone extra-pkgs/<pkg-name>

The "extra-pkgs" directory name is a convention that is supported by a
".gitignore" entry.


The Whole Enchilada: Building Installers
========================================

To build installers that can be distributed to other users, do not use
`make in-place` or `make unix-style`, but instead start from a clean
repository.

Use one non-Windows machine as a server, where packages will be
pre-built. Then, as described below, create platform-specific
installers on N client machines, each of which contacts the server
machine to obtain pre-built packages. The server can act as a client,
naturally, to create an installer for the server's platform.

GNU `make` is required on the server machine, `nmake` is required on
Windows client machines, and any `make` should work on other client
machines.

Running Build Farms
-------------------

The `installers` target of the makefile will do everything to generate
installers: build a server on the current machine, run clients on
hosts specified via CONFIG, and start/stop VirtualBox virtual machines
that act as client machines.

See the documentation of the "distro-build" package for a description
of the site-configuration module and requirements on client hosts.

If "my-site-config.rkt" is a configuration module, then

 make installers CONFIG=my-site-config.rkt

drives the build farm, and the resulting installers are in
"build/installers", with a hash table mapping descriptions to
installer filenames in "build/installer/table.rktd". A log file
for each client is written to "build/log".

The default CONFIG path is "build/site.rkt", so you could put your
configuration file there and omit the `CONFIG` argument to `make`. A
default configuration file is created there automatically. Supply
`CONFIG_MODE=...` to pass a configuration mode on to your
site-configuration module (accessible via the `current-mode`
parameter). Supply `CLEAN_MODE=--clean` to make the default `#:clean?`
configuration for a client #t instead of #f, supply
`RELEASE_MODE=--release` to make the default `#:release?`
configuration #t, supply `SOURCE_MODE=--source` to make the default
`#:source?` configuration #t, and supply `VERSIONLESS_MODE=--version`
to make the default `#:versionless?` configuration #t.

A configuration file can specify the packages to include, host address
of the server, distribution name, installer directory, and
documentation search URL, but defaults can be provided as `make`
arguments via `PKGS`, `SERVER` plus `SERVER_PORT` plus `SERVER_HOSTS`,
`DIST_NAME`, `DIST_BASE`, and `DIST_DIR`, `DOC_SEARCH`,
respectively. The site configuration's top-level options for packages
and documentation search URL are used to configure the set of packages
that are available to client machines to include in installers.

For each installer written to "build/installers", the installer's name
is

 <dist-base>-<version>-<platform>-<dist-suffix>.<ext>

where <dist-base> defaults to "racket" (but can be set via
`DIST_BASE`), <platform> is from `(system-library-subpath #f)` but
normalizing the Windows results to "i386-win32" and "x86_63-win32",
-<dist-suffix> is omitted unless a `#:dist-suffix` string is specified
for the client in the site configuration, and <ext> is
platform-specific: ".sh" for Unix (including Linux), ".dmg" or ".pkg"
for Mac OS, and ".exe" for Windows.

Generating Installer Web Sites
------------------------------

The `site` target of the makefile uses the `installers` target to
generate a set of installers, and then it combines the installers,
packages, a package catalog, and log files into a directory that is
suitable for access via a web server.

Supply the same `CONFIG=...` and `CONFIG_MODE=...` arguments for
`site` as for `installers`. The configuration file should have a
`#:dist-base-url` entry for the URL where installers and packages will
be made available; the `installers` target uses `#:dist-base-url` to
embed suitable configuration into the installers. Specifically,
installers are configured to access pre-built packages and
documentation from the site indicated by `#:dist-base-url`.

Note that `#:dist-base-url` should almost always end with "/", since
others URLs will be constructed as relative to `#:dist-base-url`.

The site is generated as "build/site" by default. A `#:site-dest`
entry in the configuration file can select an alternate destination.

Use the `site-from-installers` makefile target to perform the part of
`site` that happens after `installers` (i.e., to generate a `site`
from an already-generated set of installers).

Managing Snapshot Web Sites
---------------------------

The `snapshot-site` makefile target uses `site` (so supply the same
`CONFIG=...` and `CONFIG_MODE=...` arguments), and then treats the
resulting site as a snapshot with additional snapshot-management
tasks.

For snapshot management, the destination of the files generated for
`site` (as specified by `#:site-dest`) should be within a directory of
snapshots. The configuration file can use `(current-stamp)` to get a
string that represents the current build, and then use the string both
for `#:dist-base-url` and `#:site-dest`. Normally, the stamp string is
a combination of the date and Git commit hash.

Snapshot management includes creating an "index.html" file in the
snapshots directory (essentially a copy of the snapshot's own
"index.html") and pruning snapshot subdirectories to keep the number
of snapshots at the amount specified by `#:max-snapshots`
configuration-file entry (with a default value of 5).

Use the `snapshot-at-site` makefile target to perform the part of
`snapshot-site that happens after `site (i.e., to manage snapshots
around an already-generated site).

Separate Server and Clients
---------------------------

Instead of using the `installers` makefile target and a site
configuration file, you can run server and client processes manually.

Roughly, the steps are

 1. On the server machine:
      make server PKGS="..."

    See 1b below for more information on variables other than `PKGS`
    that you can provide with `make`.

 2. On each client machine:
      make client SERVER=... PKGS="..."
    or
      nmake win32-client SERVER=... PKGS="..."

    See 2b below for more information on variables other than `SERVER`
    and `PKGS` that you can provide with `make`.

In more detail:

 1a. Build "racket" on a server.
    
     The `base` target of the makefile will do that, if you haven't
     done it already. (The server only works on non-Windows platforms,
     currently.)

 1b. On the server, build packages and start a catalog server.

     The `server-from-base` target of the makefile will do that.

     Alternatively, use the `server` target, which combines `base` and
     `server-from-base` (i.e., steps 1a and 1b).

     The `SERVER_PORT` variable of the makefile choose the port on
     which the server listens to clients. The default is port 9440.

     The `SERVER_HOSTS` variable of the makefile determines the
     interfaces at which the server listens. The default is
     "localhost" which listens only on the loopback device (for
     security). Supply the empty string to listen on all
     interfaces. Supply multiple addresses by separating them with a
     comma.

     The `PKGS` variable of the makefile determines which packages are
     built for potential inclusion in a distribution.

     The `DOC_SEARCH` variable of the makefile determine a URL that is
     embedded in rendered documentation for cases where a remote
     search is needed (because other documentation is not installed).

     The `SRC_CATALOG` variable determines the catalog that is used to
     get package sources and native-library packages. The default is
     "http://pkgs.racket-lang.org".

     The server provides README files from the "build/readmes"
     directory. If "README.txt" does not exist when the sever is
     started, a default file is created (and clients download
     "README.txt" by default).

     If you stop the server and want to restart it, use the
     `built-package-server` makefile target instead of starting over
     with the `server` target.

 2a. On each client (one for each platform to bundle), build "racket".

     This is the same as step 1, but on each client. If the client and
     server are the same, there's nothing more to do for step 3.

 2b. On each client, create an installer.

     The `client` (or `win32-client`) target of the makefile will do
     that.

     Provide `SERVER` as the hostname of the server machine, but a
     "localhost"-based tunnel back to the server is more secure and
     avoids the need to specify `SERVER_HOSTS` when starting the
     server in step 1b. Also, provide `SERVER_PORT` if an alternate
     port was specified in step 1b.

     Provide the same `PKGS` (or a subset) as in step 1b if you want a
     different set than the ones listed in the makefile. Similarly,
     `DOC_SEARCH` normally should be the same as in step 1b, but for a
     client, it affects future documentation builds in the
     installation.

     Alternatively, use the `client` target, which combines `base` and
     `client-from-base` (i.e., steps 2a and 2b).

     On Windows, you need NSIS installed, either in the usual location
     or with `makensis` in your command-line path.

     To create a release installer, provide `RELEASE_MODE` as
     "--release" to `make`. A release installer has slightly different
     defaults that are suitable for infrequently updated release
     installations, as opposed to frequently updated snapshot
     installations.

     To create a source archive, provide `SOURCE_MODE` as "--source"
     to `make`.

     To create an archive that omits the version number and also omit
     and version number in installer paths, provide `VERSIONLESS_MODE` as
     "--versionless" to `make`.

     To change the human-readable name of the distribution as embedded
     in the installer, provide `DIST_NAME` to `make`. The default
     distribution name is "Racket". Whatever name you pick, the Racket
     version number is automatically added for various contexts.

     To change the base name of the installer file, provide `DIST_BASE`
     to `make`. The default is "racket".

     To change the directory name for installation on Unix (including
     Linux), provide `DIST_DIR` to `make`. The default is "racket".

     To add an extra piece to the installer's name, such as an
     identifier for a variant of Linux, provide `DIST_SUFFIX` to
     `make`. The default is "", which omits the prefix and its
     preceding hyphen.

     To set the description string for the installer, provide
     `DIST_DESC` to `make`. The description string is recorded
     alongside the installer.

     To set the initial package catalogs URLs for an installation,
     provide `DIST_CATALOGS_q` to `make`. Separate multiple URLs with
     a space, and use an empty string in place of a URL to indicate
     that the default catalogs should be used. The "_q" in the
     variable name indicates that its value can include double quotes
     (but not single quotes) --- which are needed to specify an empty
     string, for example.

     To select a "README" file for the client, provide `README` to
     `make`. The `README` value is used as a file name to download
     from the server.

     To create a ".tgz" archive instead of an installer (or any
     platform), set `TGZ_MODE` to "--tgz".

     For a Mac OS installer, set `SIGN_IDENTITY` as the name to
     which the signing certificate is associated. Set `MAC_PKG_MODE`
     to "--mac-pkg" to create a ".pkg" installer instead of a ".dmg"
     image.

     For a Windows installer, set `OSSLSIGNCODE_ARGS_BASE64` as a
     Base64 encoding of an S-expression for a list of argument strings
     for `osslsigncode`. The `-n`, `-t`, `-in`, and `-out` arguments
     are provided to `osslsigncode` automatically, so supply the
     others.

     The `SERVER_CATALOG_PATH` and `SERVER_COLLECTS_PATH` makefile
     variables specify paths at `SERVER` plus `SERVER_PORT` to access
     the package catalog and pre-built "collects" tree needed for a
     client, but those paths should be empty for a server started with
     `make server`, and they are used mainly by `make
     client-from-site` (described below).

     The `UPLOAD` makefile variable specifies a URL to use as an
     upload destination for the created installed, where the
     installer's name is added to the end of the URL, or leave as
     empty for no upload.

On each client, step 2b produces a "bundle/installer.txt" file that
contains the path to the generated installer on one line, followed by
the description on a second line. The installer is also uploaded to
the server, which leaves the installer in a "build/installers"
directory and records a mapping from the installer's description to
its filename in "build/installers/table.rktd".

If you provide `JOB_OPTIONS=...` for either a client or server build,
the options are used both for `raco setup` and `raco pkg
install`. Normally, `JOB_OPTIONS` is used to control parallelism.

Creating a Client from an Installer Web Site
--------------------------------------------

If you (or someone else) previously created an installer site with
`make site`, then `make client-from-site` in a clean repository
creates an installer for the current platform drawing packages
from the site.

At a minimum, provide `SERVER`, `SERVER_PORT` (usually 80), and
`SITE_PATH` (if not empty, include a trailing "/") makefile variables
to access a site at

  http://$(SERVER):$(SERVER_PORT)/$(SITE_PATH)

The `client-from-site` makefile target chains to `make client` while
passing suitable values for `DIST_CATALOGS_q`, `DOC_SEARCH`,
`SERVER_CATALOG_PATH`, and `SERVER_COLLECTS_PATH`. Supply any other
suitable variables, such as `DIST_NAME` or `RELEASE_MODE`, the same as
for `make client`.